Monthly bookkeeping for US businesses

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

No — monthly bookkeeping is operational work inside your books, not something submitted to IRS. Where a filing does sit downstream of it, inside bookkeeping & accounting more broadly, that stays with your CPA or enrolled agent, never with us.

Whatever you already run. Most commonly QuickBooks, Xero, NetSuite, Sage, Zoho Books and a handful of others — we work inside your system rather than moving you onto one of our own.

A short, free read-only look at what you already have, and a written note on what we found. A scoping call decides the size of the engagement — nothing here commits you to anything.

There is no published price for monthly bookkeeping — it depends on volume, how many entities are involved, and how far behind the books are. We quote after the read-only review, which is free.

Monthly bookkeeping sits inside bookkeeping & accounting, alongside Month-end close, Catch-up bookkeeping, Bank reconciliation. Most clients end up buying the category as a whole rather than one leaf at a time, but starting narrow is fine.

Bank and card feeds post transactions through the weeks and each one gets coded to the chart of accounts as it arrives, with anything ambiguous flagged for the client rather than guessed at. That steady weekly coding is what keeps month-end from being a backlog to clear.

A fixed cutoff date is set as part of onboarding — typically a set number of business days after month-end — so both sides know exactly when the prior month's books lock and the package goes out.

Profit and loss, balance sheet, reconciliation confirmation for every connected account, AR/AP aging, and a short variance note on anything that moved outside its normal range. General ledger detail is available on request.

Categorization is the first pass, not the finish line. A month counts as done once every bank and card account ties to its statement, the trial balance holds together internally, and the package has been reviewed before it goes out.

Unusual volume — a funding round, a large one-time purchase, an asset sale — gets an extra review pass and shows up explicitly in that month's variance notes rather than being absorbed silently into the normal categorization flow.

A prior-period correction is booked as a current-month adjusting entry with a note explaining what changed and why, rather than reopening a month that already went out to the CPA or a lender. If the misstatement is large enough to matter for a filed return or a covenant test, that's flagged to the client directly instead of quietly adjusted.

Outstanding items are flagged rather than force-coded to close on schedule; they carry into the current month's review with the specific question that's blocking them, so the client sees exactly what's unresolved.

The named accountable person on the engagement reviews the package before delivery. AI tools handle the repetitive transaction-matching and flagging underneath that review — no package goes out without a human check.

The standard package covers what most CPAs and lenders need, but format adjustments — additional schedules, a specific chart-of-accounts grouping — are set up once during onboarding so every month afterward comes out consistent.

Once several months of unreconciled transactions stack up, the work stops being a routine monthly cycle and becomes a backlog to clear first. That reconstruction work is its own engagement — see catch-up bookkeeping — before monthly service can resume on a normal cadence.